LCM FINANCIAL

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

Firm details

Headquarters
Kingwood, Texas
CRD number
330543
Fee structure
Percentage of AUM, Hourly Charges
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Lcm Financial operates as a corporation focused on providing a range of financial advisory services. The firm specializes in portfolio management for individuals, small businesses, and institutions, along with offering financial planning and pension consulting services. Lcm Financial employs a fee structure based on a percentage of assets under management and hourly charges, allowing for flexibility in client engagements. Although the firm does not actively pursue ESG investments, it is recognized as a capital allocator, indicating a strategic approach to investment selection and management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • David Barsalou

    PresidentCRD 7894714

  • VICTORIA BARSALOU

    Director and ShareholderCRD 7894713

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Kingwood, TX

HARRIS

Location

Kingwood, TX

Headquartered in Kingwood, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
2261 Northpark Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth